Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5526
$208K ﹤0.01%
1,714
+1,366
5527
$208K ﹤0.01%
4,395
+3
5528
$206K ﹤0.01%
77,290
+1,116
5529
$206K ﹤0.01%
19,674
+8,900
5530
$206K ﹤0.01%
5,545
-435
5531
$205K ﹤0.01%
28,600
-44
5532
$205K ﹤0.01%
6,172
-6,243
5533
$205K ﹤0.01%
127,843
+36,139
5534
$205K ﹤0.01%
17,852
-7,429
5535
$204K ﹤0.01%
15,725
+6,812
5536
$202K ﹤0.01%
2,607
+3
5537
$202K ﹤0.01%
15,300
+5,213
5538
$202K ﹤0.01%
46,420
-16,896
5539
$201K ﹤0.01%
16,440
+16,289
5540
$201K ﹤0.01%
8,188
-609
5541
$201K ﹤0.01%
14,738
+540
5542
$201K ﹤0.01%
25,545
+10,497
5543
$201K ﹤0.01%
7,764
-2,233
5544
$200K ﹤0.01%
25,435
-8,133
5545
$199K ﹤0.01%
12,214
-3,594
5546
$199K ﹤0.01%
4,726
+3,159
5547
$199K ﹤0.01%
2,463
+2,129
5548
$197K ﹤0.01%
16,568
-10,617
5549
$197K ﹤0.01%
6,304
-938
5550
$197K ﹤0.01%
24,827
+5,367